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Retail Store Performance Copilot

Explains store sales movements and suggests actions for area managers.

FMCG & Retail · Management

Illustrative example build, not a client case study.

The challenge

Area managers receive store reports but must work out for themselves why sales changed.

Technology

  • Microsoft Power BI
  • Azure OpenAI
  • POS data
  • Power Automate
How it works
  1. 1

    Connect store data

    Sales, footfall, stock and promotions are combined by store.

  2. 2

    Compare fairly

    Stores are compared against their own history and similar stores.

  3. 3

    Explain and suggest

    AI explains the main drivers and suggests actions for each store.

  4. 4

    Weekly review

    Area managers use the summary in weekly store reviews.

Designed to deliver

  • Faster understanding of store results
  • Consistent actions across stores
  • Better-run weekly reviews

Banking & Financial Services · Management

Branch performance commentary

Power BI dashboards with AI-generated variance commentary that explains movements by region, branch and product.

Energy & Utilities · Management

Consumption & complaint analytics

Integrated Power BI dashboards with AI commentary and exception alerts by area.

Development Sector & NGOs · Operations

Field survey data cleaning

Automated checks and AI clean, validate and standardise survey data before analysis, flagging records for follow-up.

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